To The Moon

Thinking about going long Samsung $005930.KS here. After missing the early HBM3E window with $NVIDIA(NVDA)$ , Samsung has strategically shifted its focus toward rolling out next-gen HBM4 ahead of schedule. While SK Hynix is heavily focused on securing its current dominant HBM3E market share, Samsung has successfully gained a significant head-start, achieving industry-first HBM4 mass production and clearing over $1B in sales. Crucially, because HBM4 features highly custom base dies, this technological lead positions Samsung well to lock in major hyperscaler ASIC clients like Google, Meta, and Broadcom. As the custom ASIC market and packaging volumes are projected to scale substantially, Samsung is positioned to fundamentally leapfrog Hynix in

$Western Digital(WDC)$ This reminds me of Sandisk back in the day. I think it could reach 1500 by September.

It's increasingly being viewed as one of the core constraints in the AI infrastructure stack. With revenue up around 346% in a year, the scale of the demand shift in memory is starting to look structural, not cyclical. There are 5 AI bottleneck names I'm watching closely right now. Memory / Storage: $Micron Technology(MU)$  - HBM and DRAM tightness, capacity largely spoken for into the 2026–2027 cycle. $SanDisk Corp.(SNDK)$  - The NAND supply constraint narrative is accelerating with AI storage demand. $Western Digital(WDC)$  / $Seagate Technology PLC(STX)$  - HDD and bulk storage pricing power is improvi

$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Western Digital(WDC)$ I think SALESFORCE is set to double next. The Fed's P/E is under 10. JEFFRIES upgraded with a price target of $250+, praising their recent acquisitions and AI implementation. Chips are in bubble territory now... a lot of money has been made here. They'll likely have you holding the bag for a long time during the next downturn.

$Western Digital(WDC)$ U.S. stock futures rose in pre-market trading on Thursday, boosted by a strong earnings report from Micron Technology, as traders looked ahead to the release of key inflation data for May. S&P 500 futures and Nasdaq 100 futures climbed 0.7% and 2.1%, respectively. Futures tied to the Dow Jones Industrial Average were up 116 points, or 0.2%. Micron surged 18% after the chipmaker reported fiscal third-quarter results that topped analysts' expectations. Fellow semiconductor stock Qualcomm gained 10% after raising guidance for its non-handset revenue in fiscal 2029. Other chip names, such as Sandisk, Western Digital, Lam Research, KLA, and Applied Materials, also rose. Chip stocks in Europe also posted gains in Thursday'

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ An analyst noted that Micron's results suggest the memory-chip cycle might still be in its early innings.

$SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Roundhill Memory ETF(DRAM)$ People don't seem to get that these companies don't need to generate higher profits for the stock price to go up. A rerating with a higher PE multiple, being viewed as non-cyclical, is sufficient. Profits are growing, and that's the double historical bonanza.

$NVIDIA(NVDA)$ In about a week, the 52-week low will be at $167. With the current price at $200, we're sitting pretty much right at the midpoint of the 52-week range.

$Western Digital(WDC)$  WDC, MU, STX, and SNDK are the four cornerstones of my retirement portfolio. MU's impressive earnings report set the tone for the entire memory group today. I hope they can all keep beating in sync. It's been a solid experience holding them, along with TSM, Bloom, CAT, GE Vernova, and SMH.

$Western Digital(WDC)$ Micron's earnings are sending all memory and storage stocks higher.